Crypto Wave 1

Silicon Valley is spending over $200 billion on AI and losing money doing it Tech giants are pouring record capital into artificial intelligence infrastructure, and the bills are coming due before the returns. #BTC Price Analysis# #Macro Insights# $BTC $KOMA

A trader deposited 3.02 million USDC onto Hyperliquid and opened a 5x long position for 13,000 CRCL. According to monitoring by Onchain Lens, a trader deposited 3.02 million USDC into Hyperliquid, opening a long position of 13,000 CRCL tokens with 5x leverage, with the position valued at roughly $776,000. The trader’s cumulative historical profit totals approximately $4.59 million. $BTC $ETH #BTC Price Analysis# #Macro Insights#

Coinbase shares fall after $1.36-per-share Q2 loss Coinbase shares fell in extended trading after the crypto exchange reported a second-quarter loss and lower revenue, overshadowing record market share and growth across stablecoins and derivatives. #BTC Price Analysis# #Macro Insights# $BTC $XRP

Coinbase Global says it’s well on its way to becoming an “everything exchange” not dependent on the fickle digital assets market. But that’s the future. In the here and now, as shown by the company’s second-quarter earnings results, there’s no escaping a weak crypto market. #BTC Price Analysis# #Macro Insights# $BTC $ETH

South Korea’s stock market sheds $2.18 trillion in two days as retail investors get crushed The KOSPI plunged nearly 40% from its peak in just over a month, with leveraged retail traders bearing the brunt of a brutal AI-stock unwind. #BTC Price Analysis# #Macro Insights# $BTC $ETH

$XRP Slips to $1.07 as CLARITY Act’s Senate Odds Crash to 28% XRP is trading at $1.07 on July 30, 2026, down modestly on the day and extending a rougher week as the CLARITY Act — market-structure legislation closely watched by the Ripple ecosystem — loses momentum in the Senate. Prediction-market odds on the bill’s passage this year have fallen sharply, adding a fresh headwind to an asset that had been leaning on regulatory optimism for support. $BTC #BTC Price Analysis# #Macro Insights#

BNY Adds Blockchain After Supporting BTC, $ETH and USDC Custody. BNY adds blockchain transfer records while keeping legacy systems for funds still on traditional rails. Baillie Gifford, BlackRock and Dreyfus are expected to use BNY infrastructure for tokenized products soon. BNY builds on Bitcoin, Ethereum and USDC services as digital asset infrastructure expands inside finance. $BTC #BTC Price Analysis# #Macro Insights#

According to the UK’s Financial Times, Elon Musk has reached a settlement in a long-running legal dispute with advertisers on X. The conflict arose after Musk acquired Twitter in 2022, when numerous advertisers slashed spending due to concerns over content safety and compliance, causing X’s ad revenue to fall by around 50%. X sued the advertiser coalition in 2024 for alleged illegal boycotts, and in March 2026, a US judge dismissed the case citing a lack of antitrust harm, concluding the litigation. #BTC Price Analysis# #Macro Insights# $BTC $XRP

Bitcoin ETFs Record $225M Outflow as US Treasury Yields Hit 18-Month High. spot $BTC ETFs recorded $225.18 million in net outflow. This comes as institutional investors rotate to US Treasuries amid rising bond yields. 10-year Treasury yield hit 18-month high of 4.71% amid rising oil prices and US debt. #BTC Price Analysis# #Macro Insights# $XRP

Analyst: If ETH holds the $1,850 support level, it may rebound to $2,060. Crypto analyst Ali Charts posted that Ethereum rebounded after testing the lower boundary of its price channel. The current key support level stands at $1,850; as long as this level holds, Ethereum could rally back toward the channel’s upper boundary, around $2,060. #BTC Price Analysis# #Macro Insights# $BTC $XRP

Ripple’s RLUSD gets two boosts as transfer volume drops 25% Ripple launched an institutional minting platform and added RLUSD to Notabene’s compliance network as holder growth rose but monthly transfer volume fell to $10.95 billion. $BTC #BTC Price Analysis# #Macro Insights# $XRP

Senate Republicans Release New CLARITY Act Draft With Ethics Provision. The latest CLARITY Act draft contains a session that bans covered officials from issuing or sponsoring a crypto asset. This provision will sunset on January 20, 2029. The latest draft also contains a new section to address the concerns of law enforcement groups. $BTC #BTC Price Analysis# #Macro Insights# $ETH

Balance Coin collapses 99% after $912,000 exploit, loses dollar peg. 🚨 $912,000 was stolen as $BLC crashed 99% after a major security exploit. 🪙 An attacker manipulated BLC's price oracle and triggered mass liquidations. 💸 The hacker swapped millions of BLC for other crypto on PancakeSwap in minutes. ⚠️ Algorithmic stablecoins face renewed scrutiny after repeated losses in 2026. #BTC Price Analysis# #Macro Insights# $BTC

$BTC Slips as the US Launched Major Strikes on Iran. The Central Command confirmed major strikes against Iran, marking the sixth consecutive night of strikes. US forces hit many Iranian military targets such as coastal surveillance and air defense sites, military logistics infrastructure, and maritime capabilities. #BTC Price Analysis# #Macro Insights# $ETH

Bitcoin Falls to $63K Lows After Trump Speech & New US Strikes on Iran. Bitcoin ( $BTC ) dipped to around $63K and US stocks extended losses on Friday, as the US launched new strikes Iran. Volatility and uncertainty increased as President Trump accused China of interfering with the 2020 US elections in his speech, sparking calls to pass the SAVE America Act before the US midterm election. $ETH #BTC Price Analysis# #Macro Insights#

$BTC Buy or Sell? Michael Saylor Hints At “What’s Next” As usual, Strategy’s Michael Saylor stirred speculation in the crypto market with his famous “Orange Dots” chart, published on Sunday, July 19. Now, the market is predicting the company’s next decision owing to its Bitcoin reserve. #BTC Price Analysis# #Macro Insights# $ETH

For about eighteen months, Ethereum had the best story in crypto, and the story was a paradox: the more people used the network, the rarer its token became. Every transaction burned a little ETH, and when the network was busy enough, it burned more than it created. Supply went down. The community called it ultrasound money, a deliberate jab at Bitcoin’s “sound money,” complete with a bat emoji and a movement. #BTC Price Analysis# $BTC $ETH #Macro Insights#

Did L2s break Ethereum’s ultrasound money? $ETH best marketing line was that using it destroyed it, that every transaction burned ETH and shrank the supply. Then the network solved its scaling problem, activity fled to layer 2s, and the burn collapsed. The scaling worked. The scarcity did not survive it. $BTC #BTC Price Analysis# #Macro Insights#

Why analyst expects Bitcoin ETF will follow gold’s ‘triumph and pain’ pattern $BTC stalled at $65K as oil price surged amid renewed U.S-Iran escalations. Bitcoin’s institutional demand will come back stronger, according to Bloomberg ETF analyst Eric Balchunas. The analyst noted that U.S. spot BTC ETFs could follow gold ETFs’ ‘triumph and pain’ pattern and would eventually surge to a new record high. Gold ETFs were briefly the world’s largest ETF in 2011 but spent another eight years in a downtrend trying to reclaim the spot, added Balchunas. It briefly reclaimed it again in 2024, and a similar ‘two steps forward, one step back’ could happen for BTC. $ETH #BTC Price Analysis# #Macro Insights#

$ETH Is Building Reunification Machinery. One of the critiques of Ethereum's rollup era is that Layer 2s were supposed to be extensions of Ethereum, but they've drifted into being de facto chains that just buy data availability from the L1. It's a fair critique, even if there's room for nuance. Yet over the past 18 months, two research arcs have been maturing that could dissolve this argument entirely. The first arc is native rollups, i.e. packaging L2 blocks as proof-carrying transactions that Ethereum verifies directly. $BTC #BTC Price Analysis# #Macro Insights#